Estate Planning Law Firm Software
The number of documents you have to organize and manage in estate planning can seem endless. It can be difficult to keep everything organized and easy to access when it’s needed, but CosmoLex document management changes that.
Instantly retrieve documents whether you’re working from the office, home, or at the courthouse with CosmoLex’s intuitive search tools that connect you to matters with just a few clicks.
Document creation and assembly is simple with customizable document templates for your most common estate planning documents such as wills, beneficiary designations, powers of attorney, and more.
Your clients' estate plans are full of sensitive personal information. Your clients can rest easy knowing that their documents are all stored in a secure and compliant cloud with matter-level permissions.
Take Estate Planning Software for a Test Drive
What Our Clients Are Saying
Reasons Law Firms Choose CosmoLex
Built-in Legal Accounting
Credit Card Processing Included,
No Fixed Monthly Fees
Customer Support is Always Free
Top Reasons Why You Can Trust CosmoLex